Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.2M | 399.3M | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 3.7M | 357.0M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 3.2M | 311.2M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.7M | 259.5M | 0.9% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 2.5M | 241.4M | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 2.4M | 230.4M | 0.8% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 2.4M | 226.7M | 0.8% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jan 31, 2026 | 2.3M | 225.0M | 0.8% |
| -Price (T.Rowe) International Core Equity Trust | Sep 30, 2025 | 2.3M | 221.2M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.9M | 185.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.